BLAND: anticipates traffic & occupancy rate at IMPACT exhibition center accelerate next year aft Pink line monorail extension completed in 2H25, mulls develop mixed-use project to boost growth. Comment: This muang thong property…it’s just impressive what’s being achieved….it’s just unimpressive how long it has taken. CPAXT: CPALL will buy CPAXT shares from shareholders who vote […]
Read More →ITC reaffirms double digits revenue growth in 2Q supported by OEM pet food sales for private label clients, mulls revise up FY revenue growth from current 15% aft 2QW results. Comment: Function of base comp… LANNA sees mediocre 2Q as coal price shrink on seasonal, improved operation from ethanol unit to provide cushion. LEO signed […]
Read More →AUCT sees positive earnings momentum carry thru 2H as finance institution purging repossessed vehicles before end of year, target FY vehicles traffic thru auction yard w/in 200k-250k units. Comment: Earnings is not going to be an issue for AUCT for the next 2 years. ERW to open talk with landlord, The Syndicate of Thai Hotels […]
Read More →AAV expects record earnings from core operations this year as a surge in overseas visitors boosts seat demand and airfares, plans adding more flights to China and India, its major driver for growth. Comment: Record earnings? With a smaller fleet? Yes folks you read that right, they’re stuffing us into their old planes, running high […]
Read More →BCP: SSO raised holding by 0.1418% to 15.0493% on Jul 2. MAGURO mulls adding 11 branches in 2H aft opened 3 outlets early this year, targets key cities to capture int’l travelers. Comment: Let’s see if MAGURO becomes a decent ZEN play part 2 MINT reported Bt8b sustainability-linked bonds, paying 3.24% & 3.5% on 5 […]
Read More →La la la la… See the agri sector? Been highlighted in the group chat by someone…CPF/GFPT/TFG have moved well. Everything else still dead…jebus… Upcoming story…starting in October – a massive amount of liquidity will hit the Thai economy as the government spending starts. And now if this comes with the digital wallet….could it? would it? […]
Read More →Notable Transactions Buy(s) THB 257 mn Sell(s) THB 324 mn
Read More →Bonus 17!
Read More →BGRIM acquires Australian-based wind farm developer, Nemaroo Bimbi Wind Farm (NBWF) to develop green field renewable project in North Queensland in AU, to capitalize on the city transitioning from fossils to renewables aft Queensland has announced an 80% renewable target by 2035. Comment: I hope to be proven wrong…by all this renewables and that it’s […]
Read More →AKR reaffirms solid 2Q from Bt100m transformers sold to GULF, tailwind from maintenance contracts, majority of Bt1.5b outstanding backlog to realize in 2H, maintain 10% FY revenue growth target. Comment: Transformer sales should go higher given the fact that Thailand is putting more rubbish renewable energy into the grid… ASW reported 1H24 residential sales , […]
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